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Vanguard Morningstar Mid-Cap ETF
VO

Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1501
West Michigan Advisors
Michigan
$284K +$269K +4,552 New
CWM
1502
Congress Wealth Management
Massachusetts
$283K -$106K -1,796 -28%
OPA
1503
Old Port Advisors
Maine
$282K -$1.18K -20 -0.4%
TCM
1504
Tradewinds Capital Management
Washington
$282K +$946 +16 +0.4%
BC
1505
Burney Company
Virginia
$282K -$709 -12 -0.3%
CHJWM
1506
Carlton Hofferkamp & Jenks Wealth Management
Texas
$280K +$2.36K +40 +0.9%
RWA
1507
Redhawk Wealth Advisors
Minnesota
$279K +$1.66K +28 +0.6%
DP
1508
Divergent Planning
Maryland
$279K -$161K -2,716 -38%
TBWA
1509
Three Bridge Wealth Advisors
California
$279K – – –
GF
1510
Gries Financial
Ohio
$278K -$103K -1,740 -28%
WFS
1511
Weitzel Financial Services
Iowa
$278K – – –
KA
1512
Klingman & Associates
New York
$278K +$20.6K +348 +8%
HIP
1513
HUB Investment Partners
Texas
$277K -$65.2K -1,104 -20%
CAL
1514
Capital Advisors Ltd
Ohio
$274K – – –
HIA
1515
HTG Investment Advisors
Connecticut
$273K – – –
BC
1516
Barrett & Company
Rhode Island
$273K +$236 +4 +0.1%
TA
1517
Tactive Advisors
Florida
$272K -$4.73K -80 -2%
GKWIM
1518
Gerber Kawasaki Wealth & Investment Management
California
$271K +$8.04K +136 +3%
SL
1519
Summitry LLC
California
$271K +$256K +4,340 New
FTDI
1520
First Trust Direct Indexing
Massachusetts
$270K -$4.49K -76 -2%
LIM
1521
Lathrop Investment Management
Arkansas
$270K – – –
STCOSD
1522
Sageworth Trust Company of South Dakota
South Dakota
$270K – – –
IWMA
1523
Ironwood Wealth Management (Arizona)
Arizona
$268K +$473 +8 +0.2%
ASFA
1524
All Season Financial Advisors
Colorado
$268K -$11.3K -192 -4%
FG
1525
Fairman Group
Pennsylvania
$267K +$4.73K +80 +2%
59 60
61
62 63